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Statements and Invoices

Overview

The Statements & Invoices module allows you to view individual transaction details, as well as manage statements, invoices, orders, and open charges for an account.

An invoice is a record of all the charges for a given billing period in the system. Invoices can be created immediately, on an account's anniversary date, as well as in "pending" status, to be approved at a later time.

A statement is a collection of transactions and can be generated automatically or on demand. Statements are automatically generated after the nightly invoicing is completed and immediately sent to customers who are set up to receive the statement by mail. 

When an account's anniversary date arrives, Aria generates a statement for the two types of transactions: invoices and open transactions (electronic payments, external payments, dunning charges, balance transfers, etc.). Statements can only be generated if an invoice exists.

Statements and Invoices Screen

Getting Here: Click Accounts > search for an account > Statements & Invoices

There are six tabs that make up the Statements & Invoices module, as shown below.

Main Screen2v3.png

Transactions: View a summary of all transactions for an account, as well as the account balance (i.e. Closing Balance, Starting Balance...etc.). You can also see individual transaction details. Refer to the Transactions Screen page for more information.

 

Statements: Generate statements and preview the account's next statement. Refer to the Statements Screen page for more information.

 

Invoices: View a summary of all invoices, see individual invoice details, and generate a new invoice (either immediate or pending). Refer to the Invoices Screen page for more information.

 

Pending Invoices: View and approve a pending invoice. Refer to the Pending Invoices Screen page for more information.

 

Orders: View a summary of all orders for an account, see individual order details, and create a new order. Refer to the Orders Screen page for more information.

 

Open Charges: View a summary of all open charges on the account (i.e. anything unpaid, such as a voided payment). Refer to the Open Charges Screen page for more information.

 

 


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Last modified
14:06, 2 Aug 2016

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